What to Know Before Adding an SDBA to Your Plan
Self-directed brokerage accounts offer a multitude of options to the hands-on investor, but there are...
Editors' Picks
In the Future, the Bias Will Likely Be for Annuities
For now, sources say there needs to be more education and a change of thought...
Survey Findings
In a year darkened by COVID-19, our 2020 Defined Contribution Survey turns a spotlight on providers with exceptional service.
Source: 2020 Best in Class DC Providers
Top Stories
Interpreting Prudence and Loyalty Under ERISA
ERISA attorneys explain the meaning behind both terms and what plan fiduciaries can do to meet the requirements.
Allianz Targeted by Raytheon in Fiduciary Breach Lawsuit
The complaint suggests Allianz abandoned a hedging strategy that was the supposed cornerstone of an investment fund utilized by the...
Benefits |
How HSAs Work
Speakers at the virtual PLANSPONSOR 2021 HSA Conference discussed features of health savings accounts (HSAs) and rules regarding them.
Latest
Potential Pitfalls in Union Pension Relief Program
The relief included in the latest stimulus program is a major win for stressed union pensions, but sources say there...
What DB Plans Can Learn From Endowment Investing
Alternative investments and private assets might help defined benefit plans diversify and generate more returns.
Products |
Betterment, Bennie Streamline Benefits Platform
The firms say the partnership creates a single, easy-to-navigate platform where participants can access all their benefits information.
Catch-Up Rules That Apply to 457(b) Plans
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Judge Sides With Principal Life Insurance in GIC Lawsuit
A federal judge found Principal’s ‘meticulous’ process for setting the GIC’s composite crediting rate protected the availability of the investment...
Brenntag Settles Excessive Fee Lawsuit
The agreement is solely monetary and doesn’t include provisions to remedy the alleged breaches of the defendants.
Managed Accounts Are Particularly Beneficial for Near-Retirees
With costs coming down and digital and robo-advice technology getting participants to share more personalized information, sources say managed accounts...
Latest in Research
Latest in Research
2020 Best in Class DC Providers
Industry Intelligence Spotlight
Competing or Complementary? The connection between ESPPs and 401(k)s
ESPPs 101Employee Stock Purchase Plans (ESPPs) provide a broad base of employees the opportunity to purchase company stock, often at a discount.HOW THEY WORKEmployees contribute post-tax dollars to their ESPP through regular payroll...
sponsored by Fidelity
Financial ownership: Helping participants move from engagement to actions
Catherine Golladay, President Schwab Retirement Plan Services keynote from the PLANSPONSOR National Conference
sponsored by Charles Schwab
Are your glide paths diversified enough for today’s evolving markets?
As plan participants head toward retirement, a target-date fund’s stock allocation decreases while its exposure to bonds goes up. But this is only part of the story for glide paths. With ever-changing markets,...
The Transition Risk Zone
Where Retirement Perception and Reality Diverge
sponsored by American Century Investments
Plansponsor Magazine
PLANSPONSOR Magazine, published bi-monthly, brings you the ability to stay informed on crucial issues and the latest in innovative solutions.
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Cover
Service for a Crowd
Plan design changes that can boost retirement outcomes across demographics.
Plan Profile
Generous Means to an End
This plan sponsor’s perk helps employees get free of student debt.
PLAN DESIGN | Compliance
Shelter From a Storm
Being a safe harbor plan could protect it from turbulence.
PLAN DESIGN | Investments
Are Annuities Good for All?
Sponsors should consider each case from every angle.
UpFront
Multiple Ways to Glide to the Finish
It’s not as simple as fixed income changing places with equities in...
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